Postalytics has deep Salesforce integration that automates the direct mail sending and tracking process. The following Salesforce integration help docs are designed to help you in setting up the various integration points and in configuring direct mail campaigns.
There are several integration possibilities with Salesforce that can help to created automated workflows and data sharing with Postalytics. Postalytics and Salesforce both support the Oath 2.0 authentication standard for fast, secure and simplified integration.
Here you’ll learn how to:
- Import Contacts, Leads, Campaigns or Accounts for Postalytics Smart Send Campaigns
- Sync direct mail delivery and response status codes for each campaign into Salesforce Contacts or Leads in the Postalytics Status Section
- Send triggered direct mail from Salesforce using Workflows and Triggered Drip Campaigns